folioPILOT™ | What's Included

Our new platform, folioPilot™, is now ready for deployment as a product TAMP or as an embeddd tool in a larger digital ecosystem. It's available for purchase or license.

Below we list folioPilot's default components along with a list of optionable components.

Optional
- Strategy Builder/Editor - Fixed Income
- Strategy Builder/Editor - ETFs
- Strategy Builder/Editor - Index Funds
- Strategy Builder/Editor - Mutual Funds
- Strategy Selection & Optimization

Included
- High-Performance Simulator
- 30Yr Point-in-Time Database - Equities
- VPN Data Feed Service - Equities
- Integration of 1 third-party KYC Platform
- Integration of 1 Broker-Dealer Platform
Optional
- VPN Data Feed Service - Fixed Income
- VPN Data Feed Service - ETFs
- VPN Data Feed Service - Index Funds
- VPN Data Feed Service - Mutual Funds

Our new platform, folioPilot™, is now ready for deployment as a product TAMP or as an embeddd tool in a larger digital ecosystem. It's available for purchase or license. Below we list folioPilot's default components along with a list of optionable components.